Totum by TIFIN
Financial ServicesGeorgia, United States11-50 Employees
Totum Risk is the only multi dimensional risk tolerance questionnaire platform that helps financial advisors understand how much risk their clients can comfortably take based on their life situation. With Totum, you can easily customize how you engage with your clients and have an in-depth discussion about their Risk Preferences, Risk Capacity, and Portfolio Risk. The questionnaire is 12 questions based on facts not feelings and is mobile friendly. Our patent pending academic methodology is agile and not static. We are always reviewing our data resources to update our models when needed. What does Totum offer? - mobile questionnaire based on facts over feelings - enhanced client experience - custom reports including an investment policy statement - custom models and model market place - compliance - time stamped and archived questionnaires - FINRA reviewed reports - SEC Best Interest Rule - Admin & Compliance dashboard for enterprise clients - tactical models - alternative securities - Integrations with the leading custodians, broker/dealers, and fintech solutions - $900/year... discounts available through our partners - and more... Contact us at contact@totumrisk.com To learn more visit www.totumrisk.com Videos are availale on our home page of our website. "Totum Risk is the least expensive insurance policy for a financial advisor" - SEC attorney "Totum Risk is the most suitable risk tool we have reviewed... facts will hold up more in arbitration than preferences" - SEC "Our clients love the simple and relatable questionniare" - financial advisor “Between the ease of use, the integration with our custodian, and the compliance dashboard, Totum Risk was the perfect fit for what we were looking for in a Risk Profiling tool!” - Joe Berry, CEO MBE Wealth Management, LLC
1-888-653-2347 
support@leadiq.com 
